Microsoft Dynamics 365

Vergo connects with Microsoft Dynamics 365 and generates entries in the import format the product you run expects, coded to your dimensions.

Book Demo

App description

Connect with Microsoft Dynamics 365, with the exact interface confirmed against the financial product and deployment you run
Cover card transactions, employee reimbursements and AP invoices through one coding model
Code every transaction by AI inference from your accounting structure and history — no rule library to build, and new vendors coded on first sight
Read receipts line by line, predicting the coding from what was actually bought rather than the vendor name on the header
Show why each coding was chosen, so review is confirmation rather than re-coding
Deliver entries in the import format your Dynamics 365 product expects, coded to your accounts and dimensions
Work with the corporate, fuel and personal cards your business already holds — Vergo does not issue cards

App information

Developer

Vergo

Integration method

API

API type

REST

Deployment

Cloud or on-premise

What syncs

Entries delivered in the import format your Dynamics 365 product expects — card spend, AP invoices and reimbursements, coded to your accounts and dimensions.

How the connection is made

Self-serve for the mainstream Dynamics 365 financial products; the exact interface is confirmed against your product and deployment during setup.

Resources

Vendor documentation

Security and compliance

Encryption

All data is encrypted in transit and at rest using AES-256 encryption.

Infrastructure

Vergo operates on SOC 2-compliant infrastructure with geographically redundant, continuous backups.

Access controls

Role-based access controls keep field staff, project managers and finance in their own lanes.

Audits

Regular third-party security audits are conducted to maintain data protection standards.

Frequently asked questions

Does Vergo integrate with Microsoft Dynamics 365?

Yes. Vergo connects with Dynamics 365 and generates entries in the import format your product expects. Because Dynamics 365 spans Business Central, Finance & Operations and industry builds, the exact interface is confirmed against your product and version during setup.

Can Vergo handle AP invoices as well as card spend on Dynamics 365?

Yes. Card spend, vendor invoices and reimbursements run through one coding and approval model, and each is delivered in the import format your Dynamics product expects.

What format does the data arrive in?

Vergo generates entries in the import format Dynamics 365 expects, coded to your accounts and dimensions. Vergo does not write into your ledger itself — entries land under your existing posting controls.

How long does setup take, and what do we have to do?

The first step is confirming which Dynamics 365 product and deployment you run. After that Vergo reads your account and dimension structure and produces coded entries for review; there is nothing to install on your side.

Does Microsoft Dynamics 365 have built-in expense management?

Some Dynamics products include expense entry, but the coding still happens by hand inside the system. Vergo does the capture, receipt matching, approval and coding first, then delivers finished entries in the format Dynamics expects.

Discover more integrations

Vergo integrates with every ERP and accounting software, plus the payroll platforms reimbursements flow through. Browse by industry.

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